Our insights
As part of our focus on providing a high quality, personalised investment service, we look to support our investment managers in their decision making when it comes to constructing client portfolios.
Meet Rebecca Barrett, Wealth Planner at JM Finn.
The latest message from JM Finn CEO Hugo Bedford in the autumn edition of Prospects magazine.
Amid ongoing elevated consumer prices, early signs are that a tough environment for traditional high street retailers continues despite Black Friday discounts.
A career-focussed generation beset by financial concerns about everything from school fees to retirement planning, they were hit hardest by the financial crisis.
Ignore the media stereotyping, this is the cautious ‘Generation Rent’ who are taking hands-on investment decisions as they strive for financial freedom.
Rising healthcare costs, taxes and low interest rates are prompting even the wealthiest Baby Boomers to question whether they will outlive their money.
As the wealthiest elderly generation ever seen, ‘Traditionalists’ face unique financial challenges as they balance lifestyle with the implications of their longevity.
As they begin their working lives, this optimistic generation looks set to embrace entrepreneurialism while being careful to avoid indebtedness.
Author: Anna Murdock Head of Wealth Planning, JM Finn
Following the election win, Trump looks set to focus on three areas – tax, immigration and tariffs. Andrew Mann considers how these might impact the global economy.
Winner decided based on public voting and feedback from clients.
JM Finn’s Harkesh Kaul announced as Investment Director of the Year.
Our Wealth Planning team cover some of the key points you need to know on estate planning – including the impact of the Autumn Budget.
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